Column Capital Advisors’s Markel Group MKL Stock Holding History

Column Capital Advisors’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$146K	Buy	99 +3	+3%	+$4.39K	0.02%	171
2023 Q2	$133K	Hold	96	–	–	0.02%	187
2023 Q1	$123K	Hold	96	–	–	0.02%	194
2022 Q4	$126K	Hold	96	–	–	0.02%	177
2022 Q3	$104K	Buy	96 +12	+14%	+$14.6K	0.02%	181
2022 Q2	$109K	Hold	84	–	–	0.02%	173
2022 Q1	$124K	Hold	84	–	–	0.02%	166
2021 Q4	$104K	Hold	84	–	–	0.02%	201
2021 Q3	$100K	Sell	84 -9	-10%	-$11.1K	0.02%	185
2021 Q2	$110K	Sell	93 -13	-12%	-$15.6K	0.02%	178
2021 Q1	$121K	Sell	106 -50	-32%	-$53.9K	0.03%	159
2020 Q4	$161K	Buy	156 +74	+90%	+$73.8K	0.04%	125
2020 Q3	$80K	Hold	82	–	–	0.02%	180
2020 Q2	$75K	Buy	82 +19	+30%	+$17.3K	0.03%	188
2020 Q1	$58K	Hold	63	–	–	0.02%	184
2019 Q4	$72K	Buy	+63	New	+$71.8K	0.04%	185

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return